Follow

Sharing a customer with an agent from your company

Sharing your customer with a team member will allow you both to view, search and interact with the same customer. Below are the instructions on how to share a customer in OLR.

1) Go to My Customers and select View Customers

2) Under Actions select Edit Customer

3) From the Share Agent 1 drop down menu select the second agent’s name.

4) Click Submit.

 

Screencast: https://olr.viewscreencasts.com/embed/6c0f9771c509477486a33975774b06d3

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk